The fiber optic price hike has spread worldwide, with multiple stocks like Guangku Technology reaching new all-time highs.

On April 3, the optical communications concept surged again, with Gubei Technology (300620.SZ), Dekelai (688205.SH), Tengjing Technology (688195.SH), Juguang Technology (688167.SH), Changguang Huaxin (688048.SH), Hengtong Optoelectronics (600487.SH), and other stocks hitting historical highs, while Fujing Technology (002222.SZ), Sinocera Electronics (003031.SZ), Xinneng Taishan (000720.SZ), and others closed at the daily limit.

On the news front, global optical fiber prices are undergoing another round of sharp increases, and the rally has spread from the China market to Europe and the United States. Data show that in March 2026, the spot price of China’s G652.D bare optical fiber reached RMB 83.40 per 1,000 meters (about 12.07 USD), up 165% month-over-month from January 2026 and up as much as 418% year-over-year. This price has seen a cumulative increase of over 400% since May 2025, and for the first time it surpassed the previous cycle peak of RMB 78.80 per 1,000 meters. Meanwhile, in the European market, prices for similar products also rose 136% month-over-month from January, and the global supply tightening trend is becoming increasingly evident.

In addition, in 2025, the listed companies in the optical communications sector generally delivered results that exceeded expectations. Previously, MEXC (Intercon) released an earnings pre-announcement: in 2025, it achieved total operating revenue of RMB 38.24 billion, up 60.25% year-over-year, and net profit of RMB 10.8B, up 108.81% year-over-year; while Xinyisheng issued a profit forecast: in 2025, it expected to post a profit of RMB 9.4 billion to RMB 9.9 billion, up 231.24% to 248.86%. In addition, companies including Shijia Photon and Tianfu Communication also saw significant increases in performance.

Guojin Securities published a research report stating that OFC’s optimistic guidance boosted demand in the optical module industry. The company expects the market size in 2026 to grow by 1.5 to 2 times, and in 2027 to continue to multiply on that basis. Arista has formally announced the establishment of XPO MSA and launched a 12.8Tbps liquid-cooled, hot-pluggable optical module. The panel density reaches 204.8Tbps per OCP rack unit—4 times the existing 1.6T OSFP solution—providing a path to extend the lifecycle of the hot-pluggable optical module ecosystem. Lumentum predicts that the CAGR of indium phosphide (InP) chips will reach 85% from 2026 to 2030, benefiting the upstream optical chip industry.